Archive - Don's Daily

My Hardest Investor Lesson: “I’d rather be generally correct, than exactly wrong” -Warren Buffett

[WEEK #33/52]: This was a painful, yet unique experience. We're learning, fast. And getting better, fast. I feel I'm on my way to becoming a top value…

Aug 7 • Don Stein

July 2026

[WEEK #32/52]: Eye-Of-The-Tiger Investment and Life Philosophy

[WEEK #32/52]: The real investment skill is being able to flip between inaction and action when the moment occurs. That trigger can only be flipped…

Jul 27 • Don Stein

[WEEK #31/52]: Deckers Outdoor Corporation: Owner of HOKA and UGG Shoe Brands

[WEEK #31/52] Both brands I've worn for years. I'll buy Uggs again, Hoka I will not. And that, is the answer.

Jul 20 • Don Stein

Zuck vs Wall Street: Meta's 10 Years of Pivots and Pushbacks

[WEEK #30/52] We veer from our random narratives as we deep dive into Meta's stock. Applying common sense to a high quality company that was nice enough…

Jul 13 • Don Stein

[WEEK 29/52]: Everything you need to know about the market today + 100K Substack Views

Hi Everyone - We cover what's interesting today, this week, in stocks. Deep dive into one of my favorite, but most complicated investments. And, explore…

Jul 6 • Don Stein

June 2026

[WEEK 28/52]: Dates, Datacenters, Dogs, and Daring Discounts

Feels like things are starting to click! I expect to turn profitable in July, highly profitable!

Jun 30 • Don Stein

[WEEK 27/52]: Instructions for Visiting the Earth, and, No Rules are the Best Rules

Poetry? Comedy? Stocks? Natural Gas Export Data? What doesn't this newsletter have!

Jun 22 • Don Stein

[WEEK 26/52]: Half Way Finished, and Leaning in on Video and Stocks

26 divided by 52 = 50%. I hope you open this email and climb over the mountain peak with me, it's all an easy downward slope after the halfway peak :)

Jun 15 • Don Stein

[WEEK 25/52]: YOU'RE INVITED: Livestream, AI Humanoids Expert, and Investor, Sue Ennis

Here's a kickoff conversation you will not want to miss. Sue's last company is up 150% since we wrote about it, and now she's working at a new one…

Jun 9 • Don Stein

[WEEK 24/52]: Natural Gas is the Most Important Resource for AI, and the USA. Here's why, and how you can position:

It might surprise you to hear the USA produces 9x more Natural Gas than Saudi Arabia, and 1.4x more Oil than Saudi Arabia.

Jun 2 • Don Stein

May 2026

[WEEK 23/52]: The Man Behind SpaceX's $2 Trillion Dollar IPO

David Solomon slid into Elon's DMs. Claude recovered $500K BTC passphrase that has kept the owner locked out for a decade. And, I'm finding footing!

May 24 • Don Stein

[WEEK 22/52]: INVESTOR 1 vs INVESTOR 2: The Tale of Jekyll and Hyde

After analyzing this behavior, I’ve identified the core difference: one is willing to follow rules, and one is not. And I’ve also identified what that…

May 18 • Don Stein

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